How is your portfolio YTD?
Moderator: Aitrus
How is your portfolio YTD?
I compared all of my holdings on YTD.
AAPL: 8.7%
FB: 5.74%
NFLX: 13.50%
TSLA: 23.72%
Vanguard 2060 retirement fund: 7.71%
TSP: 7.41%
It is interesting that the combination of my four individual stocks is handidly beating my TSP and my vanguard retirement fund, especially since I spend far more time on my TSP than the others. I chock it up to luck.
For those 4 funds, those are my YTD since purchase, not the fund YTD. I did not own them last year.
How are your portfolios doing this year?
AAPL: 8.7%
FB: 5.74%
NFLX: 13.50%
TSLA: 23.72%
Vanguard 2060 retirement fund: 7.71%
TSP: 7.41%
It is interesting that the combination of my four individual stocks is handidly beating my TSP and my vanguard retirement fund, especially since I spend far more time on my TSP than the others. I chock it up to luck.
For those 4 funds, those are my YTD since purchase, not the fund YTD. I did not own them last year.
How are your portfolios doing this year?
Owner/creator of TSPcalc.com - "Know your numbers"
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- Posts: 4330
- Joined: Tue Aug 19, 2008 8:51 pm
Re: How is your portfolio YTD?
What do you think about purchasing Amazon?
Re: How is your portfolio YTD?
I intend to, once my active budgeting results in 4k surplus.
Owner/creator of TSPcalc.com - "Know your numbers"
Re: How is your portfolio YTD?
mjedlin66 wrote:I compared all of my holdings on YTD.
AAPL: 8.7%
FB: 5.74%
NFLX: 13.50%
TSLA: 23.72%
Vanguard 2060 retirement fund: 7.71%
TSP: 7.41%
It is interesting that the combination of my four individual stocks is handidly beating my TSP and my vanguard retirement fund, especially since I spend far more time on my TSP than the others. I chock it up to luck.
For those 4 funds, those are my YTD since purchase, not the fund YTD. I did not own them last year.
How are your portfolios doing this year?
Did you hold AAPL all year long? Because for me YTD it's up 32.33%.
AMZN 26.55%
BRK.B 0.45%
CAFD 2.39%
DEA -1.55%
DIS 5.08%
EMR 5.70%
MSFT 11.53%
NFLX 29.46%
SBUX 9.25%
T -9.61%
QQQ 16.81%
VHDYX2.54%
VWSTX 0.45%
VWAHX 0.18%
As of right now my time-weighted rate of return is 10.00% versus the S&P with 7.94%
OCTOBER: This is one of the peculiarly dangerous months to speculate in stocks in. The others are July, January, September, April, November, May, March, June, December, August, and February. - Pudd'nhead Wilson's Calendar
Re: How is your portfolio YTD?
I bought apple on 3/16. That is much later than I thought. I thought I had bought them in early February. Oh well.
Owner/creator of TSPcalc.com - "Know your numbers"
Fund Prices2024-03-28
Fund | Price | Day | YTD |
G | $18.15 | 0.05% | 1.05% |
F | $19.08 | -0.06% | -0.74% |
C | $82.21 | 0.11% | 10.55% |
S | $82.43 | 0.30% | 6.92% |
I | $42.57 | -0.24% | 5.95% |
L2065 | $16.38 | 0.02% | 8.37% |
L2060 | $16.39 | 0.02% | 8.38% |
L2055 | $16.39 | 0.02% | 8.38% |
L2050 | $32.73 | 0.01% | 6.95% |
L2045 | $14.91 | 0.02% | 6.58% |
L2040 | $54.38 | 0.02% | 6.22% |
L2035 | $14.34 | 0.02% | 5.79% |
L2030 | $47.67 | 0.02% | 5.38% |
L2025 | $13.15 | 0.03% | 3.43% |
Linc | $25.61 | 0.03% | 2.82% |